Verra Wealth - IPC Investment Corporation

Verra Wealth - IPC Investment Corporation Verra Wealth - IPC Investment Corporation
Truth • Integrity • Authenticity
Insurance and Personal Tax Services through Kari Lupton

A new baby changes everything, including your financial picture.Congrats to all the new parents out there! Between the s...
06/03/2026

A new baby changes everything, including your financial picture.

Congrats to all the new parents out there! Between the sleepless nights, don't forget these three important tips to protect and set up your growing family.

Questions? We're always happy to help. 519-336-4722

Here are 5 steps to help you plan for your down payment.With today’s cost of living, buying a home can feel out of reach...
05/27/2026

Here are 5 steps to help you plan for your down payment.

With today’s cost of living, buying a home can feel out of reach, but with the right plan and automated savings strategy, it’s absolutely possible!

With proper guidance, your goal can become a reality sooner than you think. We’re here to help you get there.

Reach out to get started.

It’s home buying season!!🏡If your goal (or maybe your goal for your child 😂) is to buy a home in the next 5 years, now i...
05/21/2026

It’s home buying season!!🏡

If your goal (or maybe your goal for your child 😂) is to buy a home in the next 5 years, now is the time to start planning smarter... not harder.

Let’s help you build your down payment in the most tax-efficient way using tools like the First Home Savings Account.

Contact us to get started and put a plan in place for your future home.

Before you pack your bags, read this!Travel insurance is one of those things you never think you need until you really, ...
05/12/2026

Before you pack your bags, read this!

Travel insurance is one of those things you never think you need until you really, really do. Swipe through to see what coverage actually looks like and how flexible it can be.

Not sure where to start? We will walk you through it. Call us at 519-336-4722.

Estate planning is one of those things that’s easy to put off... But getting it right makes all the difference!Here are ...
05/01/2026

Estate planning is one of those things that’s easy to put off...
But getting it right makes all the difference!
Here are 3 costly mistakes we see and help clients avoid.

04/28/2026

A few things we’re celebrating this week: new clients, an April market rebound and tax season almost behind us. Hallelujah for progress 🙌

04/24/2026

Want to know how long it'll take to double your money? There's a simple trick for that.

The Rule of 72 — one of the most underrated concepts in personal finance.

When someone is asked to act as an executor, it’s important to understand the responsibility involved. We value meeting ...
04/20/2026

When someone is asked to act as an executor, it’s important to understand the responsibility involved. We value meeting with both clients and their executors to help ensure everything is clear and as smooth as possible when the time comes.

Being named an executor is an honour, but also a significant responsibility.With estates often taking close to a year to...
04/16/2026

Being named an executor is an honour, but also a significant responsibility.
With estates often taking close to a year to settle, the role requires time, organization, and support.
A well-structured plan can help ease the burden.

Wondering what an estate plan is? 🤔 It's your roadmap to protecting your loved ones, your assets, and your legacy. Start...
04/13/2026

Wondering what an estate plan is? 🤔 It's your roadmap to protecting your loved ones, your assets, and your legacy. Start planning today so tomorrow is worry-free!

Address

555 Murphy Road
Sarnia, ON
N7S1A1

Opening Hours

Monday 9am - 4:30pm
Tuesday 9am - 4:30pm
Wednesday 9am - 4:30pm
Thursday 9am - 4:30pm
Friday 9am - 4pm

Telephone

+15193364722

Alerts

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